Can the world be less reliant on oil?
Global oil demand currently stands at an all-time high. Our analysts debate whether innovation and regulation can transition the world to a low carbon economy quickly enough to stem climate change.
View ArticleAlternative meat - The future of food or just a fad?
Jeff Meli, Barclays Head of Research, and Ben Theurer, Barclays Head of Latin American Equity Research and Americas Agribusiness analyst, debate whether alternative meat will be a real game changer for...
View ArticleDo negative interest rates help or hinder the economy?
In an effort to spur growth, central banks in Europe and Japan have kept interest rates negative for years. Analysts Jeff Meli and Zoso Davies debate whether or not this monetary policy is working.
View ArticleIs regulation the problem or solution to address repo market volatility?
Jeff Meli, Barclays Head of Research, and Ajay Rajadhyaksha, Barclays Head of Macro Research, debate whether enhanced regulation of the banking system contributed to volatility in the repo market.
View ArticleAre the stars aligning for the UK to thrive after Brexit?
Marvin Barth, Head of FX & EM Marco Research, and Fabrice Montagné, Chief UK Economist, debate whether a weakened global economy, geopolitical shifts, and the UK’s technological prowess are...
View ArticlePlanes, politics & viruses: Emerging risks to US growth?
Jeff Meli, Barclays Head of Research, and Michael Gapen, Barclays Head of US Economics Research, debate the degree to which new risks – the issues at Boeing with the 737 Max, the rise of the Novel...
View ArticleWill the coronavirus pandemic tip the world into a recession?
Jeff Meli, Barclays Head of Research, and Ajay Rajadhyaksha, Barclays Head of Macro Research, debate to what extent the economic risks posed by the coronavirus will affect global markets and whether...
View ArticleNavigating the Virus Economy: Credit markets under pressure – are they about...
Barclays Research analysts Jeff Meli and Brad Rogoff debate whether recent stresses in short-dated credit markets, in conjunction with severe downgrades of companies from investment grade to high...
View ArticleNavigating the Virus Economy: Will the CARES Act stimulus package save the US...
Barclays Head of Research Jeff Meli and Chief US Economist Michael Gapen discuss the most important provisions of the CARES Act and debate whether the plan will provide enough near-term stimulus to...
View ArticleNavigating the Virus Economy: Will the euphoria in credit markets last?
Barclays Research analysts Jeff Meli and Brad Rogoff debate about whether the credit rally will last and how effective the US government's support facilities will be. For more insights from our...
View ArticleNavigating the virus economy: Will the global recovery be a quick bounce or...
Barclays Head of Research Jeff Meli and Head of Economics Research Christian Keller debate between about how long it may take for government interventions to be effective in restarting the global...
View ArticleNavigating the Virus Economy: Is inflation or deflation ahead?
Barclays Head of Research Jeff Meli and Head of FX & EM Macro Strategy Marvin Barth debate whether to expect inflation or deflation in the recovery period after lockdowns are lifted. For more...
View ArticleNavigating the Virus Economy: Is the stock market too optimistic?
Special guest economist Professor Robert Shiller joins Barclays Head of Research Jeff Meli to debate whether equity markets are overvalued and what role long-term investing should play during a crisis....
View ArticleNavigating the Virus Economy: How much will COVID-19 change the global economy?
Barclays Global Head of Research Jeff Meli and Global Head of Economics Research Christian Keller debate the longer term, lasting effects of the pandemic on the global economy - from de-globalisation,...
View ArticleWill ESG investing be a force for positive change?
Jeff Meli and Zoso Davies debate whether the lack of uniformity in ESG scoring is limiting the impact that investors intend to have in transforming companies’ operations to be more sustainable and...
View ArticleWill the dominance of megacities survive COVID-19?
The pandemic has highlighted numerous risks to living and working in megacities around the world and now calls into question whether the long-term trend toward urbanization will be reversed. Should...
View ArticleShould the US government play such an outsized role in housing finance?
Head of Research Jeff Meli and MIT Finance Professor Deborah Lucas debate whether the government-sponsored enterprises Fannie Mae and Freddie Mac are necessary for a smoothly functioning US mortgage...
View ArticleDoes the US need another round of fiscal stimulus?
In the latest episode of The Flip Side, Head of Research, Jeff Meli, and Head of Macro Research, Ajay Rajadhyaksha, discuss whether factors such as the distribution of the recovery to date, the...
View ArticleWill COVID hurt or help long-term growth?
As 2020 comes to a close, Barclays Research analysts Jeff Meli and Christian Keller debate about the prospects for short- and long-term economic growth post-COVID.
View ArticleWill retail investors continue to upend the stock market?
Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.
View ArticleAre financial assets headed into bubble territory?
Research analysts Jeff Meli and Ajay Rajadhyaksha debate which financial assets are becoming bubbles that investors should be wary of now.
View ArticleIs the US infrastructure bill worth its high price tag?
Research analysts Jeff Meli and Jonathan Millar debate the necessity and merits of the US administration’s proposed $2.3 trillion infrastructure plan.
View ArticleIs rising inflation here to stay?
Research analysts Jeff Meli and Ajay Rajadhyaksha debate whether the recent spike in US inflation data is a temporary blip or poses a sustained threat.
View ArticleAre corporate bond valuations disconnected from fundamentals?
Barclays Research analysts Jeff Meli and Brad Rogoff debate whether near record high corporate bond valuations have come unmoored from market fundamentals.
View ArticleChina's regulatory reforms: Warranted, or a step too far?
Regulatory changes in China are affecting industries and global markets. Research analysts Ajay Rajadhyaksha and Avanti Save debate the policies’ merits and motivations.
View ArticleWill US investment in human infrastructure drive economic growth?
The US Congress is negotiating a multi-trillion dollar spending bill to invest huge sums in human infrastructure. But will doing so deliver economic returns?
View ArticleIs the US ready for a carbon tax?
Economists view a carbon tax as an effective solution to lower emissions, yet the United States has not implemented one. Has the time come? Jeff Meli and MIT Professor Deborah J. Lucas discuss.
View ArticleWill COVID-19 pills be a game changer for the economy?
Oral anti-viral COVID-19 treatments have performed well in clinical trials, and approval for use is expected soon. What does this mean for the global economy?
View ArticleHas the Fed fallen behind the curve on inflation?
The US Federal Reserve recently turned hawkish on inflation. Our Research analysts debate whether economic conditions justify the shift.
View ArticleIs more or less volatility ahead for US equity markets?
January was a volatile month for US equities. In this episode, our Research analysts debate whether this trend will persist in the weeks and months ahead.
View ArticleWill the Russia-Ukraine conflict trigger a global recession?
The Russia-Ukraine conflict has far-reaching implications for markets and economies. Our Research analysts debate whether a global recession is among them.
View ArticleShould corporate purpose shift from shareholder to stakeholder?
Government, social and corporate forces are converging to redefine corporate purpose. Listen to Global Head of Research Jeff Meli and Professor James C. Spindler discuss the case for and against...
View ArticleAs the private credit market grows will the risks increase?
Given the rapid growth of the private credit market, Research analysts Jeff Meli and Brad Rogoff debate the tradeoffs issuers and investors may face and whether the benefits outweigh the risks for both...
View ArticleAre consumers pulling back?
Consumer spending has been a bright spot amidst a range of shocks to the economy, but will they continue to spend? Our analysts debate.
View ArticleIs a new era of instability ahead?
Global economies are facing volatility and uncertainty after nearly 30 years of relative stability. Our analysts debate whether it's the end of an economic era.
View ArticleIs this a make-or-break moment for ESG investing?
ESG investors face rising challenges to implement effective strategies due to increasing complexity and a lack of uniform standards. Our Research analysts debate how ESG investing may evolve in episode...
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View ArticleWill the Fed crash the US into recession in 2023?
Many forecasters, including our own economists, are expecting a US recession in 2023, driven by the rapid and ongoing hiking cycle initiated by the US Federal Reserve as it attempts to get a grip on...
View ArticleWill inflation stall at a high level or decline much further?
Is the US economy on-track for inflation to fall back in line with the Federal Reserve’s 2% target by the end of 2023? Our research analysts share their views on inflation in the latest episode of The...
View ArticleWhat Are the Trade-Offs of Transition? (Live from ESG Conference in NYC)
At Barclays’ inaugural ESG Conference in New York City, Global Head of Research Jeff Meli and Senior Energy Research Analyst Lydia Rainforth recorded Episode 53 of The Flip Side live, debating whether...
View ArticleIs the bank crisis over or is more fallout ahead?
The recent banking turmoil has exposed a longer-term challenge for the sector: the very nature of systemic risk is changing as runs on deposits become easier. Depositors can access their money quickly...
View ArticleCan the US economy outrun a recession?
In episode 55 of The Flip Side, Global Head of Research Jeff Meli and Chief US Economist Marc Giannoni discuss the warning signs for a potential US recession and whether it can be avoided or if a new...
View ArticleWill Electric Vehicles Break the Electric Grid?
Electric vehicles are touted as a way to help reduce CO2 emissions, but can power grids cope with the corresponding electricity demand? Listen to Barclays Research analysts debate the challenges.
View ArticleAre US house prices set to fall?
US housing has been a hot topic since the onset of COVID, with a surge in both home buying and prices. But the housing market may be set for a major correction. Jeff Meli, Global Head of Research, and...
View ArticleAre equity markets out of sync with the economy?
Stock prices across the developed world are generally higher this year, after falling sharply in 2022. Inflation and the pace of interest rate hikes have slowed. Yet equity markets have proven volatile...
View ArticleIs US debt reaching crisis levels?
Warnings that rising US national debt levels are reaching a crisis point have waxed and waned for decades. In Flip Side podcast, our analysts discuss urgent questions about whether the current US...
View ArticleCan AI solve the modern productivity puzzle?
In episode 60 of The Flip Side, Hiral Patel, Head of Sustainable & Thematic Research, talks to Christian Keller, Head of Economics Research, about the extent to which and pace at which AI could...
View ArticleCan the Fed take credit for declining inflation?
Inflation in the US peaked at around 9% in 2022, and by January 2024, CPI inflation had fallen to 3.1%. This dramatic reduction was achieved without triggering a widely expected recession. Does the...
View ArticleCan consumers curb their carbon addiction?
US carbon emissions are down c.20% from their peak over the past 20 years, thanks primarily to efficiency gains, such as increased miles per gallon for cars, switching to LED lights and moving towards...
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